Christopher Simich

Employer firm

Madison Avenue Securities, LLC CRD 23224

$2.02B regulatory AUM 31 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2007 → 06/2018
  Farmers Insurance Group
  Birmingham, AL
• 07/2008 → 06/2018
  Farmers Financial Solutions
  Birmingham, AL
• 07/2018 → 02/2019
  Unemployed
  Birmingham, AL
• 03/2019 → 08/2023
  Mutual Of Omaha Investor Services
  Omaha, NE
• 03/2019 → 08/2023
  Mutual Of Omaha Insurance Company
  Omaha, NE
• 09/2023 → 11/2023
  Unemployed
  Birmingham, AL
• 11/2023 → 02/2024
  Guardian Life Insurance Company
  Jackson, MS
• 11/2023 → 02/2024
  Park Avenue Securities
  Jackson, MS
• 02/2024 → 06/2026
  American United Life
  Hoover, AL
• 03/2024 → 06/2026
  Oneamerica Securities
  Hoover, AL
• 06/2026 → Present
  Madison Avenue Securities
  San Diego, CA
• 04/2026 → Present
  American Heritage Financial
  Birmingham, AL

Previous Registrations

• 2024-03-12 → 2026-06-26
  Oneamerica Securities, Inc.
  Hoover, AL
  Indianapolis, IN
• 2019-09-13 → 2023-09-07
  Mutual Of Omaha Investor Services, Inc.
  Hoover, AL
  Omaha, NE
  Birmingham, AL

Other Businesses

1. American Heritage Financial; 2700 Corporate Dr, Suite 200, Birmingham, AL 35242; Non-Variable Insurance Sales; Agent; Start Date 4/2026; Investment-Related; Approx 120 Hrs/Month, 40 Hrs/Month during trading hours; Insurance Sales and Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-13
• S63 Uniform Securities Agent State Law Examination
  2006-04-21

Other Names

• Christopher M Simich
• Christopher Milan Simich
• Christopher Simich